Zero Gravity Financial, LLC fees and pricing
Financial planner in Atlanta, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Zero Gravity Financial, LLC charges $400 an hour, a quarterly fee of $1,625, and an annual fee of $6,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our hourly rate is $400.”
- Quarterly fee
- $1,625/qtr
“Thereafter, ongoing quarterly fees of $1,625 are billed in advance.”
- Annual fee
- $6,500/yr
“Ongoing Financial Planning Our fee is $6,500 annually per Client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Zero Gravity Financial, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Then, at the beginning of the 6th month and the 9th month, fees of $1,625 are paid in advance.”
- “The fee may be negotiable in certain cases.”
- “Upon termination of any agreement, the fee will be prorated and any unearned fee will be refunded to the Client.”
How Zero Gravity Financial, LLC’s fees compare
- Its hourly rate of $400 is above the Georgia median of $250. 83% of the 169 other Georgia planners that publish an hourly rate charge less.
- 33 of the 47 other planners in Atlanta that publish an hourly rate charge less.
- Its annual fee of $6,500 is above the Georgia median of $5,438. 57% of the 47 other Georgia planners that publish an annual fee charge less.
- 9 of the 21 other planners in Atlanta that publish an annual fee charge less.
About Zero Gravity Financial, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 32
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $39,185,382
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169905
- Phone
- (646) 780-9840
Can advise clients in 3 states: California, Georgia, New York
Other planners in Atlanta that publish fees
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Anchyra Partners LLCAtlanta$500-$1,000/hr, $5,000-$100,000
- Aprio Wealth Management, LLCAtlanta$2,500/yr
- Atlanta Wealth Management, Inc.Atlanta$240/hr
- Aust Financial Advisory, LLCAtlanta$400/hr, $6,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.